However, these are only the negative reasons for investing in precious metals and the companies that mine them.

In Part II, I'll supply readers with the positive fundamentals that explain why precious metals has been the best performing asset class of the past 12 years, and why the miners in particular represent the ultimate "silver lining" in this sector.

Then I will spend some time suggesting what they can expect when the real "bull market" in precious metals begins. Or, in other words, what will happen when "the tide finally comes in."

This article was written by an independent contributor, separate from TheStreet's regular news coverage.